Distribute healthcare products primarily to retirement homes. Started to see more competition in the 2nd quarter and intensified in the 3rd quarter. Cut distributions once but may do another cut. He’ll wait for Q4 results.

Distribute healthcare products primarily to retirement homes. Started to see more competition in the 2nd quarter and intensified in the 3rd quarter. Cut distributions once but may do another cut. He’ll wait for Q4 results.

Rarely sells after an earnings disappointment. Doesn’t think there is a structural problem with the business. They need to get some clarity on how they will transition into what is in effect a new business model where they will have a growth side.

Rarely sells after an earnings disappointment. Doesn’t think there is a structural problem with the business. They need to get some clarity on how they will transition into what is in effect a new business model where they will have a growth side.

Conservative name trading at 10-11 times PE. Entrepreneurial management team with ownership in the company. Strong market share in the distribution business in healthcare and long term care facilities.

Conservative name trading at 10-11 times PE. Entrepreneurial management team with ownership in the company. Strong market share in the distribution business in healthcare and long term care facilities.

Distributor of medical products, mostly in Ontario. Just bought a Quebec company, which should grow revenues and margin expansion. 12% distribution is likely to be increased this year. Earnings per share should grow at 10%-20% also.

Distributor of medical products, mostly in Ontario. Just bought a Quebec company, which should grow revenues and margin expansion. 12% distribution is likely to be increased this year. Earnings per share should grow at 10%-20% also.

He supplied provider to hospitals, nursing homes, et cetera. Healthcare sector so very protected in the event of a recession. Growing between 5% and 15% annually. Generates a lot of free cash flow. Distribution of around $.92 giving a 10% yield plus 10% growth.

He supplied provider to hospitals, nursing homes, et cetera. Healthcare sector so very protected in the event of a recession. Growing between 5% and 15% annually. Generates a lot of free cash flow. Distribution of around $.92 giving a 10% yield plus 10% growth.

Sold his holdings. Really like the company because it was health care and not cyclical. Long-term outlook is really great. Good management. Price has dropped and he expects at some time he will own it again. Will look at the next quarter’s results.

Sold his holdings. Really like the company because it was health care and not cyclical. Long-term outlook is really great. Good management. Price has dropped and he expects at some time he will own it again. Will look at the next quarter’s results.

Basically distributes products to the long care sector. A play on the ageing population. 70/75% of its business is very stable. Has performed quite well. Also sells diagnostic equipment, which tends to be volatile. Expensive at the current level.

Basically distributes products to the long care sector. A play on the ageing population. 70/75% of its business is very stable. Has performed quite well. Also sells diagnostic equipment, which tends to be volatile. Expensive at the current level.

They are a distributor so they don't need to have a lot of assets. All the earnings are free cash flow which allows a nice distribution every month. Current yield is around 9%. Have been growing every year.

They are a distributor so they don't need to have a lot of assets. All the earnings are free cash flow which allows a nice distribution every month. Current yield is around 9%. Have been growing every year.

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